Michael Topley Portfolio
Invests via Lansing Street Advisors | Managed by Matt Topley, Michael Topley, Mike Horwath, CFA
Invests via Lansing Street Advisors
Managed by Matt Topley, Michael Topley, Mike Horwath, CFA
Automatically Tracked
Michael Topley Profile
With a background rooted in financial services and corporate leadership, Michael Topley has made significant contributions to the fields of investment and entrepreneurship. He has demonstrated a keen ability for strategic market expansion through his work with various companies. His experience includes pivotal roles where he successfully guided organizations toward operational excellence and enhanced profitability. Topley's insights into capital markets dynamics have established him as a respected figure among industry peers. Known for fostering collaborative environments, he remains engaged in shaping innovative solutions that respond to evolving market demands.
With a background rooted in financial services and corporate leadership, Michael Topley has made significant contributions to the fields of investment and entrepreneurship. He has demonstrated a keen ability for strategic market expansion through his work with various companies. His experience includes pivotal roles where he successfully guided organizations toward operational excellence and enhanced profitability. Topley's insights into capital markets dynamics have established him as a respected figure among industry peers. Known for fostering collaborative environments, he remains engaged in shaping innovative solutions that respond to evolving market demands.
Investment Philosophy & Strategy
Evaluating investment opportunities through the lens of operational efficiency, Michael Topley leverages his extensive financial services experience to identify high-potential sectors ripe for growth. His strategic market insights enable him to navigate complex business landscapes, positioning investments toward scalable solutions that align with emerging trends. With a track record of enhancing organizational profitability and driving expansion initiatives, he focuses on fostering innovation within portfolio companies. This approach not only maximizes returns but also creates sustainable value in evolving markets.
Evaluating investment opportunities through the lens of operational efficiency, Michael Topley leverages his extensive financial services experience to identify high-potential sectors ripe for growth. His strategic market insights enable him to navigate complex business landscapes, positioning investments toward scalable solutions that align with emerging trends. With a track record of enhancing organizational profitability and driving expansion initiatives, he focuses on fostering innovation within portfolio companies. This approach not only maximizes returns but also creates sustainable value in evolving markets.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
64.12%
Gain +2.43%
Monthly
1%
Yearly
12.72%
Drawdown
23.95%
$461.9M
Equity
Holdings
$461.9M
Investment
$365.88M
$105.28M
Profit +$5.77M
Realized
$9.27M
Unrealized
$96.02M
Dividends
$19.29M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.43%
Profit
$5.77M
Win %
75%
This Week
Compared To Last Week
Gain
0.28%
Profit
$1.26M
Win %
75%
This Month
Compared to last month
Gain
-1.51%
Profit
-$7.07M
Win %
75%
This Year
Compared to last year
Gain
-1.51%
Profit
-$7.07M
Win %
75%
IBM International Business Machines Corporation
+3.65%
+$16,384.44 
AAPL Apple Inc.
+3.53%
+$266,732.8 
KKR KKR & Co. Inc.
+3.53%
+$53,321.31 
SEIC SEI Investments Company
+2.57%
+$15,726.84 
HD The Home Depot, Inc.
+2.55%
+$24,148.46 
CB Chubb Limited
+1.84%
+$25,272 
BLK BlackRock, Inc.
+1.78%
+$5,071.74 
MA Mastercard Incorporated
+1.77%
+$3,897.92 
RTX RTX Corporation
+1.74%
+$9,869.94 
ISRG Intuitive Surgical, Inc.
+1.65%
+$9,042.02 
JNJ Johnson & Johnson
+1.59%
+$25,597.74 
SCHD Schwab U.S. Dividend Equity ETF
+1.49%
+$4,346.79 
GSL Global Ship Lease Inc.
+1.37%
+$4,063.92 
GE General Electric Company
+1.35%
+$5,080.03 
CTAS Cintas Corporation
+1.31%
+$13,464.92 
WY Weyerhaeuser Company
+1.27%
+$7,916.4 
BAC Bank of America Corporation
+1.26%
+$19,686.56 
PEP PepsiCo, Inc.
+1.25%
+$2,648.23 
CSCO Cisco Systems, Inc.
+1.25%
+$6,120.81 
AMGN Amgen Inc.
+1.22%
+$17,410.93 
V Visa Inc. Class A
+1.18%
+$3,920.56 
SDY SPDR S&P Dividend ETF
+1.18%
+$15,817.59 
RPV Invesco S&P 500 Pure Value ETF
+1.15%
+$12,179.7 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.14%
+$5,169.92 
WSFS WSFS Financial Corporation
+1.11%
+$3,610.64 
ISVL iShares International Developed Small-Cap ETF
+1.08%
+$3,116.57 
IGV iShares Expanded Tech-Software Sector ETF
+1.01%
+$2,826.57 
WMT Walmart Inc.
+0.99%
+$4,941.26 
UNP Union Pacific Corporation
+0.98%
+$2,927.23 
COST Costco Wholesale Corporation
+0.97%
+$11,957.05 
JPM JPMorgan Chase & Co.
+0.95%
+$8,946.93 
BMY Bristol-Myers Squibb Company
+0.94%
+$6,005.9 
DFAT Dimensional US Targeted Value ETF
+0.92%
+$3,856.64 
IVE ISHARES S&P 500 VALUE ETF
+0.9%
+$137,706.88 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.9%
+$7,874.9 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$111,956.96 
ISCV iShares Morningstar Small-Cap Value ETF
+0.89%
+$3,405.12 
IUSV iShares Core S&P U.S. Value ETF
+0.89%
+$9,465.39 
LLY Eli Lilly and Company
+0.86%
+$15,748.04 
IWD iShares Russell 1000 Value ETF
+0.84%
+$2,729.53 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$3,308.88 
EFV iShares MSCI EAFE Value ETF
+0.83%
+$59,949.13 
MCD McDonald's Corporation
+0.75%
+$104,149.58 
OSEA Harbor International Compounders ETF
+0.73%
+$10,803.32 
FID First Trust S&P International Dividend ETF
+0.72%
+$5,525.92 
IEV iShares Europe ETF
+0.71%
+$4,381.91 
XLV Health Care Select Sector SPDR Fund
+0.7%
+$11,030.03 
GOOGL Alphabet Inc
+0.65%
+$29,489.11 
IVLU iShares MSCI International Value Factor ETF
+0.62%
+$2,504.32 
DFIV Dimensional International Value ETF
+0.61%
+$3,437.4 
UPS United Parcel Service, Inc.
+0.6%
+$2,475.73 
VIG Vanguard Dividend Appreciation ETF
+0.59%
+$15,801.69 
VYM Vanguard High Dividend Yield ETF
+0.59%
+$1,551.35 
VHT Vanguard Health Care ETF
+0.58%
+$1,738.89 
EXC Exelon Corporation
+0.53%
+$3,167.5 
DTH WisdomTree International High Dividend Fund
+0.53%
+$12,511.54 
VTV Vanguard Value ETF
+0.53%
+$57,349.44 
EFA iShares MSCI EAFE ETF
+0.5%
+$4,787.88 
IWR iShares Russell Mid-Cap ETF
+0.47%
+$1,190.85 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.46%
+$17,671.28 
MRK Merck & Co., Inc.
+0.45%
+$2,120.49 
IJH iShares Core S&P Mid-Cap ETF
+0.42%
+$4,606.4 
QUAL iShares MSCI USA Quality Factor ETF
+0.37%
+$2,030.67 
PG Procter & Gamble Co
+0.3%
+$699.16 
MUB iShares National Muni Bond ETF
+0.28%
+$4,921.3 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.24%
+$752.34 
GOOG Alphabet Inc
+0.24%
+$3,072.73 
C Citigroup Inc.
+0.23%
+$1,257.36 
TLH iShares 10-20 Year Treasury Bond ETF
+0.22%
+$5,663.33 
PH Parker-Hannifin Corporation
+0.21%
+$1,324.58 
VTEB Vanguard Tax-Exempt Bond ETF
+0.2%
+$2,646.1 
HYD VanEck High Yield Muni ETF
+0.2%
+$1,012.2 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.2%
+$918.8 
IJS iShares S&P Small-Cap 600 Value ETF
+0.18%
+$2,695.92 
SUB iShares Short-Term National Muni Bond ETF
+0.16%
+$342.72 
GOVT iShares U.S. Treasury Bond ETF
+0.13%
+$2,764.5 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.13%
+$512.1 
EWJ iShares MSCI Japan ETF
+0.12%
+$363.01 
IAU iShares Gold Trust
+0.1%
+$238.16 
SCHX Schwab U.S. Large-Cap ETF
+0.1%
+$358.02 
GLD SPDR Gold Shares
+0.1%
+$2,052 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$23,877.75 
GLDM SPDR Gold MiniShares Trust
+0.1%
+$229.6 
IVV iShares Core S&P 500 ETF
+0.1%
+$5,572.86 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$318.71 
SYSB iShares Systematic Bond ETF
+0.08%
+$1,351.45 
VOO Vanguard S&P 500 ETF
+0.08%
+$58,806.25 
IUSB iShares Core Universal USD Bond ETF
+0.08%
+$588.91 
SCHP Schwab U.S. TIPS ETF
+0.08%
+$751.76 
VCRB Vanguard Core Bond ETF
+0.07%
+$13,252.65 
JPIE JPMorgan Income ETF
+0.07%
+$282.66 
EFG iShares MSCI EAFE Growth ETF
+0.06%
+$3,101.35 
IWB iShares Russell 1000 ETF
+0.05%
+$2,066.39 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$528.44 
OEF iShares S&P 100 ETF
+0.04%
+$443.56 
XOM Exxon Mobil Corporation
+0.03%
+$215.85 
MSFT Microsoft Corp.
+0.03%
+$1,337.14 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$3,184.21 
ACIO Aptus Collared Investment Opportunity ETF
+0.02%
+$637.6 
STIP iShares 0-5 Year TIPS Bond ETF
+0.02%
+$92.82 
AAUA Alpha Architect US Equity 3 ETF
+0.01%
+$276.37 
DBA Invesco DB Agriculture Fund
0%
$0 
INMU iShares Intermediate Muni Income Active ETF
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NBIS Nebius Group N.V.
-15.03%
-$46,845.2 
INTC Intel Corporation
-7.89%
-$12,758.83 
MU Micron Technology, Inc.
-6.99%
-$20,500.96 
MTZ MasTec, Inc. Common Stock
-5.86%
-$154,433.87 
HTZ Hertz Global Holdings, Inc.
-4.99%
-$970.33 
AMAT Applied Materials, Inc.
-4.72%
-$9,239.4 
AXP American Express Company
-4.3%
-$31,716.52 
KLAC KLA Corporation
-3.75%
-$24,712.1 
ADEA Adeia Inc.
-3.57%
-$21,927.36 
AMD Advanced Micro Devices, Inc.
-3.29%
-$94,625.11 
URA Global X Uranium ETF
-3.02%
-$9,571.56 
AVGO Broadcom Inc.
-2.69%
-$26,301.13 
ASML ASML Holding N.V. New York Registry Shares
-2.55%
-$28,188.76 
PGEN Precigen Inc.
-2.53%
-$69,359.08 
FRDM Freedom 100 Emerging Markets ETF
-2.5%
-$192,910.26 
QCOM QUALCOMM Incorporated
-2.42%
-$4,541.58 
MTUM iShares MSCI USA Momentum Factor ETF
-2.42%
-$30,572.52 
PDP Invesco Dorsey Wright Momentum ETF
-2.28%
-$4,336 
TSLA Tesla, Inc.
-2.08%
-$26,646.66 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-2.07%
-$20,404.67 
TXN Texas Instruments Inc
-1.9%
-$6,205.27 
META Meta Platforms Inc Class A
-1.8%
-$22,332.72 
IEMG iShares Core MSCI Emerging Markets ETF
-1.78%
-$236,105.29 
UFO Procure Space ETF
-1.74%
-$4,632.96 
GEV GE Vernova Inc.
-1.59%
-$4,504.54 
GS The Goldman Sachs Group, Inc.
-1.25%
-$15,068.32 
EWZ iShares MSCI Brazil ETF
-1.22%
-$24,834.92 
QQQM Invesco NASDAQ 100 ETF
-1.14%
-$82,559.75 
IETC iShares U.S. Tech Independence Fund
-1.14%
-$13,851.56 
QQQ Invesco QQQ Trust, Series 1
-1.12%
-$124,150.4 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.99%
-$6,511.12 
MPC Marathon Petroleum Corporation
-0.97%
-$4,120.8 
NVDA NVIDIA Corporation
-0.92%
-$23,429.64 
IBIT iShares Bitcoin Trust
-0.83%
-$26,366.64 
IWF iShares Russell 1000 Growth ETF
-0.79%
-$4,859.8 
CMG Chipotle Mexican Grill, Inc.
-0.69%
-$65,116.64 
UNH UnitedHealth Group Incorporated
-0.67%
-$3,666.01 
AMZN Amazon.com Inc
-0.66%
-$19,946.95 
FETH Fidelity Ethereum Fund
-0.64%
-$1,803.84 
VOOG Vanguard S&P 500 Growth ETF
-0.58%
-$5,753.74 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.57%
-$99,482.48 
CEG Constellation Energy Corporation
-0.45%
-$5,153.75 
CORO Ishares International Country Rotational Active ETF
-0.45%
-$32,008.96 
IBB iShares Biotechnology ETF
-0.44%
-$2,623.32 
VUG Vanguard Growth ETF
-0.36%
-$45,292.2 
MS Morgan Stanley
-0.33%
-$9,076.77 
IWM iShares Russell 2000 ETF
-0.32%
-$18,135.68 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.3%
-$7,149.91 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.29%
-$604.8 
VXF Vanguard Extended Market ETF
-0.28%
-$6,272.54 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$1,104.18 
VEU Vanguard FTSE All-World ex-US ETF
-0.23%
-$8,629.99 
XLG Invesco S&P 500 Top 50 ETF
-0.22%
-$3,733.86 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.19%
-$450.12 
EPD Enterprise Products Partners L.P.
-0.18%
-$405.58 
MCO Moody's Corporation
-0.16%
-$882.81 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.1%
-$12,083.26 
BINC iShares Flexible Income Active ETF
-0.1%
-$2,481.85 
DBB Invesco DB Base Metals Fund
-0.04%
-$406.5 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$204.26 
NEE NextEra Energy, Inc.
-0.01%
-$24.55 Events
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Dividends
Dividend Analysis
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| Trades 2598 | Longs Won 1484/2598 57% | Profit Factor 6.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $305,973.98 |
| Average Win $83,345.4 | Best Trade (Jul 25) $12.3M | Sharpe Ratio -10.65 |
| Average Loss -$16,520.48 | Worst Trade (Jul 30) -$1.07M | Z-Score -2.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2d | Expectancy $40,523.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
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FAQ
Which stocks have generated the highest profits for Michael Topley?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $4.39M, Invesco QQQ Trust, Series 1 - $2.06M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.74M, McDonald's Corporation - $1.42M, and iShares MSCI EAFE Value ETF - $1.3M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares MSCI USA Momentum Factor ETF - $1.73M, Fidelity Wise Origin Bitcoin Index Fund - $709,260.94, WisdomTree Emerging Markets SmallCap Dividend Fund - $570,255.16, iShares Latin America 40 ETF - $442,209.08, and Alpha Architect International Quantitative Value ETF - $409,054.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Topley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.29M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $1.89M, McDonald's Corporation - $1.41M, Vanguard Core Bond ETF - $939,516.3, VANGUARD FTSE DEVELOPED MARKETS ETF - $801,002.85, and iShares MSCI EAFE Value ETF - $633,608.08. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Topley's monthly returns?
Michael Topley's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Michael Topley's strategy be considered aggressive or moderate?
Michael Topley's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Michael Topley's strategy?
Michael Topley's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
